Everyone wants to get their money’s worth when it comes to collaborating with a marketing firm. But when you’re working with clients whose whole world is about money, the ability to tie data to dollars is especially crucial. There are certain nuances of the finance vertical that come into play when you report, and it’s important to be sensitive to rules and process, without ever losing sight of how everything affect the bottom line.
Digital marketing for clients in the finance industry often involves long turnaround times for copy approval, heavy regulations on what you can and can’t say in a web setting, and multi-step lead cycles for measuring return. However, clients in this realm can see great value from online efforts when they are done well.
Even when you have a solid plan to build a finance brand’s revenue online, you need to know how to report on the work you’ve done to prove success. Clients in every niche can love their data, but no one relates to numbers quite like clients in the finance world.
Clients in financial niches may include financial advisors, certified public accountants, mortgage brokers, insurance companies, and banks. While each of these may differ in end marketing goals, we’ll touch on a few crucial report elements that relate to anyone in the financial services realm.